2026-02-16T18:14:53-06:00 2025-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-04-01 463831781 LAMORINDA VILLAGE INC LAMO 9252833500 49 KNOX DR LAFAYETTE CA 94549 JACK SWEITZER TREASURER 9252833500 2026-02-13 1 0 JENNIFER Z IWATA P01310188 9166466464 2026-02-13 2024 2025-03-06 01:10:19Z JANE TIEMANN 49 KNOX DR LAFAYETTE CA 94549 403485 0 X WWW.LAMORINDAVILLAGE.ORG X 2013 CA TO ACTIVELY BUILD A VIBRANT COMMUNITY THAT EMBRACES CONNECTIONS, CARING, AND CHOICES IN HOW OLDER ADULTS LIVE AND THRIVE. 10 10 4 320 0 0 252078 200516 126370 138047 0 55707 29994 3385 408442 397655 0 0 0 0 169907 198201 16800 0 54679 67018 82990 253725 281191 154717 116464 1170190 1269166 20287 2799 1149903 1266367 X LAMORINDA VILLAGE PROVIDES ESSENTIAL VOLUNTEER SERVICES, SOCIAL ENGAGEMENT OPPORTUNITIES TO REDUCE ISOLATION, HEALTH AND WELLNESS PROGRAMS, AND RESOURCE NAVIGATION TO HELP OLDER ADULTS REMAIN INDEPENDENT AND CONNECTED TO THEIR COMMUNITY. LAMORINDA VILLAGE IS ALSO ACTIVELY INVOLVED IN DEVELOPING NEW VILLAGES IN NEIGHBORING COMMUNITIES. 0 0 156837 138047 LV CONDUCTED 952 SOCIAL, CULTURAL, PHYSICAL AND EDUCATIONAL ACTIVITIES AND PROGRAMS FOR ITS MEMBERS AND THE COMMUNITY IN GENERAL. LV'S VOLUNTEERS PROVIDED 1200 SERVICES TO OUR MEMBERS AND TO THE COMMUNITY IN GENERAL. PREPARING FOR EMERGENCY EVACUATIONS, LAMORINDA VILLAGE (LV) CONTINUED TO PURCHASE AND ASSEMBLE GO BAGS AND DELIVER THEM TO NEW MEMBERS. 156837 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X LKH BOOKKEEPING INC 9252543052 PO BOX 2137 ORINDA CA 94563 JANE TIEMANN PRESIDENT 18.00 X X 0 0 0 JACK SWEITZER TREASURER 6.00 X X 0 0 0 MIKE KERN SECRETARY 4.00 X X 0 0 0 SHARON IVERSEN PREVIOUS PRESIDENT 12.00 X X 0 0 0 LARRY TOY BOARD MEMBER 4.00 X 0 0 0 MARIA SALERNO BOARD MEMBER 6.00 X 0 0 0 CLARITA WOOLDRIDGE BOARD MEMBER 4.00 X 0 0 0 KAY AAKER BOARD MEMBER 4.00 X 0 0 0 GORDON CHONG BOARD MEMBER 6.00 X 0 0 0 JOHN SWARTZBERG BOARD MEMBER 4.00 X 0 0 0 KATHRYN ISHIZU EXECUTIVE DIRECTOR 50.00 X 94300 0 1800 94300 0 1800 0 0 0 0 0 9870 190646 200516 MEMBERSHIP DUES 812900 138047 138047 138047 55707 55707 9215 9870 5830 3385 3385 397655 138047 0 59092 88842 44421 26653 17768 94411 47206 28323 18882 14948 7474 4484 2990 8019 8019 7700 7700 75 75 2777 2500 208 69 9181 8262 689 230 2000 1800 150 50 3518 3166 264 88 PROGRAM COSTS 39821 39821 FUNDRAISING 6260 6260 DEVELOPMENT 2719 1359 816 544 MEMBERSHIP DUES 920 828 69 23 281191 156837 69675 54679 155461 171975 1014729 1097191 1170190 1269166 10760 2760 9527 39 20287 2799 X 0 0 0 0 1149903 1266367 1149903 1266367 1170190 1269166 116464 0 X X 0 0 0 X 184672 809314 146728 252078 200516 1593308 63980 78468 80683 126370 138047 487548 9215 9215 248652 887782 227411 378448 347778 2090071 50725 692761 26000 110000 5600 885086 0 50725 692761 26000 110000 5600 885086 1204985 254 295 232 29994 55707 86482 254 295 232 29994 55707 86482 1307 1307 248906 888077 228950 408442 403485 2177860 0.55330 0.46860 0.03970 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PAYROLL LIABILITIES 39 39 SIP & SAVOR 19085 9870 9215 4440 1390 19085 9870 9215 4440 1390 5830 3385 FORM 990, PART VI, SECTION A, LINE 8B N/A - LAMORINDA VILLAGE DOESN'T HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B TREASURER WILL WORK WITH CPA ON PREPARATION OF THE TAX RETURNS. THE TAX RETURN WILL BE PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE SUBJECT TO THE POLICY AND REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A RESPONSIBILITY FOR REVIEWING THE EXECUTIVE DIRECTOR'S PERFORMANCE STARTS WITH THE EXECUTIVE COMMITTEE, WHICH INCLUDES THE PRESIDENT, PREVIOUS PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER. ONCE PERFORMANCE IS DISCUSSED, THE COMMITTEE MAKES A SALARY RECOMMENDATION TO THE FULL BOARD. THE RECOMMENDATION WAS DISCUSSED AND APPROVED BY THE ENTIRE BOARD AT THE DECEMBER 2024 BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 LAMORINDA VILLAGE MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1 LAMORINDA VILLAGE USES THE CASH METHOD OF ACCOUNTING EXCEPT FOR RESTRICTED DONATIONS IT RECEIVES TO BE USED FOR SENIORS WHO CANNOT AFFORD THE ANNUAL MEMBERSHIP FEE. THESE FUNDS ARE RECOGNIZED AS DEFERRED REVENUE AND RECOGNIZED AS CONTRIBUION REVENUE AS USED CONSISTENT WITH PRIOR YEARS.